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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,321 | $82,678+47.9% | $125,391-2.4% | $68,490+78.6% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $2,711 | $3,382-19.9% | $4,816-43.7% | $2,597+4.4% |
| Participant deferral / active EE | $6,376 | $6,111+4.3% | $7,448-14.4% | $4,028+58.3% |
| Admin fee / account holder | $10,135 | $6,277+61.5% | $10,009+1.3% | $5,403+87.6% |